+0.7%
DT vs LCID
-74.3%
+75.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -3.1% |
| 7D | -4.9% | +1.8% | -6.6% | -4.9% |
| 30D | +2.7% | -34.2% | +36.9% | +3.8% |
| 3M | +20.0% | -9.1% | +29.1% | +17.7% |
| 6M | +28.0% | -52.6% | +80.6% | +30.4% |
| YTD | +16.0% | -56.2% | +72.2% | +18.1% |
| 1Y | +0.7% | -74.9% | +75.6% | +6.2% |
| All | +0.7% | -74.3% | +75.0% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LCID wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling